To CMI add any stock that's Machinery Contracts Construction etc. Most had disappointing earnings, but WS has decided that just makes them cheap (DRC R ITW etc.).
APA OXY have been great, people went bearish near bottom, I guess the age old adage is true.
Thx for posting that XOP chart, I had missed that DT. Amazing how quickly the refiners jump back, TSO MPC VLO etc., while CVI still hitting highs.
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